use action steps to drive client engagement and progress

Action steps should align with the goals you are already setting with clients, and can also include your clients' personal goals.

Action steps serve as a "to-do" list that is sent to your client as they are created. Every time your client completes an action step, they can earn a financial bonus. Our partners have reported that earning for steps has helped their clients stay more engaged and take steps that are difficult. Over time, your clients can build a balance by taking steps, and can then use their balance to overcome financial barriers to care.

add action steps

Action steps should align with the goals you are already setting with clients, and can also include your clients' personal goals

• select a pre-filled option or write your own

• select the goal or goals of the action step from the list

• enter the dollar amount that you want to award to your Member for completing this step

  • every Member can be assigned $40 in action steps every month

• enter or select the date you would like your Member to complete this task by